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Securing Futures for Attorneys and Their Families

We advise attorneys

Over the past 25 years, we have developed a specialty financial services practice focused on assisting legal professionals. We have expertise in the common issues facing attorneys, and have developed an experienced and highly skilled team to best address their needs.

Arx is the Latin word for fortress or stronghold. The name lends itself well to our highest aspirations: to be a trusted, reliable and knowledgeable resource to our clients, and to help them cultivate financial strength in their lives.

We consider our role part financial counselor and part financial personal trainer. We can’t do the exercise for our clients but we can help sort through the financial noise to focus on what is most important. We are sensitive to demanding schedules and make it efficient to implement and monitor plans on an ongoing basis.

Our relationships continuously develop as our clients’ lives evolve. We are personally committed to adding value through impeccable attention to detail and service to our clients.

Meet our Team:

Peter Glassman
Founder and Chief Advisor

Fran Dillon
Director of Client Services

Ashley Barbour
Client Services Manager